Issue

GLOBALFOUNDRIES joins top-20 ranks in Q1 on Elpida bankruptcy

06/01/2012

The top 20 semiconductor suppliers in Q1 2012, compiled in IC Insights' May Update to The McClean Report, show Intel's firm hold on the top of the rankings, registering a 68% higher sales level than Samsung in Q1.

With the addition of GLOBALFOUNDRIES, 3 pure-play foundries are now in the top 20 ranking. GLOBALFOUNDRIES replaced bankrupt Elpida. If Micron takes over the bankrupt DRAM maker, it could jump 1 or 2 positions in the rankings.

Q1 sales from the top 20 semiconductor suppliers were "generally disappointing," says IC Insights, which believes that the bottom of the semiconductor market slowdown occurred for most top companies in Q4 2011/Q1 2012. IC Insights expects much improved sequential quarterly sales performance starting in 2Q12, based on company reports and analysis. Expect a 6% increase from Q1 to Q2, and even stronger growth Q2 to Q3.

The top 20 semiconductor suppliers saw a wide range of Y/Y growth in Q1. Only 3 companies registered better-than-flat Y/Y growth rates: Qualcomm, Fujitsu, and Broadcom. Each of the big four memory suppliers in the top 20 ranking ??? Samsung, Toshiba, SK Hynix, and Micron ??? saw sales decline Y/Y.???M.C